Equity due-diligence report

META

Version date
July 10, 2026
Generated
Jul 11, 2026, 00:29 UTC
Freshness
Stale · 1mo

LiveMarket quote

META$251.31+$11.54 (+4.81%)today$236.98$251.31day rangeretrieved Aug 20, 2026, 05:31 UTC

Market state at retrieval — independent of this report’s as-of research inputs recorded below.

Source data

5 inputs · freshness

  • companyfacts.json1 month oldas of Jul 10, 2026, 22:32 UTC
  • filings.json1 month oldas of Jul 10, 2026, 22:32 UTC
  • market.json1 month oldas of Jul 10, 2026, 22:32 UTC
  • history.json1 month oldas of Jul 10, 2026, 22:32 UTC
  • policy.json1 month oldas of Jul 10, 2026, 22:56 UTC

TL;DR

TL;DR

At $669.21 (intraday, 2026-07-10; +5.97% above the 2026-07-09 settled close $631.48) Meta trades at a reconciled 7.80× funded EV / TTM revenue (7.93× lease-inclusive) — below Alphabet's 10.20× provider EV/sales while growing faster (Q1 revenue +33.1% vs Alphabet +22%). The whole debate reduces to one number: the Family-of-Apps segment operating margin, which the bull needs durable near ~50% and the most recent quarter shows at 48.11%, down 383 bps YoY.

  • Bull. A single blended income statement hides a ~50.6%-TTM-operating-margin Family-of-Apps ad engine (FoA OI $107,604M TTM) behind a ~$19B/yr Reality Labs loss and a ~35%-of-revenue AI build. Revenue is accelerating +33.1% on impressions +19% and price/ad +12% (monetization, not discounting); free cash flow is positive and growing (Q1 +$13,229M, TTM +$48,253M above FY2025); the balance sheet is funded net cash +$22,432M; and it is cheaper than its closest peer while growing faster.
  • Bear. Concede all four legs — and the discount to Alphabet is deserved and can widen. The crown-jewel FoA segment margin is compressing −383 bps (masked in the consolidated −87 bps because the RL loss narrowed); the FY2026 capex guide $125–145B is ~+78% above the $75.7B TTM run-rate and can push FY2026 FCF negative in the high-capex corner; Q1 NI +60.9% is tax-inflated by a non-recurring −$5,021M benefit (clean OI +30.3% trails revenue +33.1% — decremental margins); Q1'26 buybacks were paused to $0; and an Instagram/WhatsApp divestiture appeal stays open. The downside multiple is not hypothetical — 6.10× printed at the $525.72 low 3.5 months ago (≈ $517 at 6.0×, −22.8%).
  • Priced-in break-even. At the adopted funded EV $1,676,306M (≈ 15.58× FoA TTM operating income), 7.80× is fair iff FoA operating income grows ≥ +11.3% at a 14× exit multiple — which, given the −383 bps/yr margin give-back, needs FoA revenue growth of ~+11% (margin held) to ~+20% (margin eroding). That bar is currently cleared (FoA revenue ~+33%, FoA OI ~+24%), so 7.80× underwrites continuation, not a re-rating. No buy/sell/hold — research tooling, not advice.

Watch next — a cold reader can act on these:

WindowEventIf it lands bullishIf it lands bearish
~late July 2026 (aggregators forecast Wed 2026-07-29 after close; Meta-unconfirmed)Q2 FY2026 earnings print — the fulcrum; both cases' falsifier #1Revenue at/above the $58–61B guide, consolidated OM stops compressing below 40.62%, FoA segment OM holds ≥~48%, FY2026 capex guide held at $125–145BOM compresses further, FoA segment OM slips below ~48%, the capex guide is raised again above $125–145B, and reported NI decelerates as the −$5,021M tax benefit lapses (guided rate 13–16%)
each 2026 printFY2026 capex delivery vs the raised $125–145B guideCapex/rev stabilizes ~35% with OI still guided above 2025 and FCF robustly positiveCapex/rev climbs past ~35% while FCF conversion breaks — the grid runs to −$12B in the high-capex corner
Meta answering brief due 2026-08-20; ruling likely 2027FTC v. Meta antitrust appeal, D.C. Circuit No. 26-5028 (Meta won at trial 2025-11-18)Defense verdict affirmed / appeal dropped — the Instagram/WhatsApp divestiture tail closesD.C. Circuit vacates & remands, reviving the structural-divestiture threat to the FoA flywheel
standing into 2026 (fine under appeal, no fixed ruling date)EU DMA "pay-or-consent" — "less personalized ads" rollout to EU usersRevised model accepted with immaterial ad-revenue impact (the €200M fine is <0.1% of revenue)Commission forces structurally less-personalized EU ads — Meta warns of "significant negative impact on our European revenue"
quarterly RL segment lineReality Labs operating-loss trajectory (guided "similar to 2025," ~$19B)RL loss narrows below the ~$19B/yr run-rate or RL revenue inflects on AI-glasses tractionRL loss widens past ~$19B/yr, deepening the −21%-of-consolidated-OI drain with no second engine to cushion FoA

What the numbers sayLocked

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Bull caseLocked

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Bear caseLocked

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Cross-examination ledgerLocked

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Is it priced in?Locked

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Catalyst calendarLocked

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Sources appendixLocked

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